Lisa Rickert

President at Artesian Financial Services
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Contact Information
us****@****om
(386) 825-5501
Location
Sugar Land, Texas, United States, US

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Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • President
      • Apr 2022 - Present

      Houston, Texas, United States Artesian provides a turn-key bookkeeping solution for Texas Special Districts. We handle the full cycle accounts payable, accounts receivable, payroll, bank reconciliations, investments, and general consulting. For districts that utilize the County Tax Assessor/Collector for collection of their ad valorem taxes on behalf of their political taxing authority, we can reconcile and report with complete transparency collections based on current data received from the county. Our vast experience… Show more Artesian provides a turn-key bookkeeping solution for Texas Special Districts. We handle the full cycle accounts payable, accounts receivable, payroll, bank reconciliations, investments, and general consulting. For districts that utilize the County Tax Assessor/Collector for collection of their ad valorem taxes on behalf of their political taxing authority, we can reconcile and report with complete transparency collections based on current data received from the county. Our vast experience and professional team provide our clients with services that are precise and make use of advanced technological systems. We can address concerns related to data redundancy and fragmented systems with a fully integrated workflow that allows for higher data accuracy and more flexible reporting abilities. https://artesianfs.com/ Show less

    • Director
      • Feb 2022 - Present

      Sugar Land, Texas, United States

    • Real Estate
    • 1 - 100 Employee
    • Business Consultant
      • Dec 2020 - Mar 2022

      Sugar Land, Texas, United States

    • Director
      • Mar 2005 - Feb 2022

      Rosenberg, TX Municipal Utility District

    • United States
    • Banking
    • 1 - 100 Employee
    • AVP/Business Development Officer
      • Oct 2019 - Dec 2020

      Sugar Land, TX Served as the BDO for all commercial accounts for the eastern division of NewFirst National Bank. Provided client support services and helped develop new clients through leads from loans and through relationships in multiple industries. Was able to onboard new clients that came to our division through the PPP loans, including 4 that brought over 15 million in deposits. Responsible for working with clients on the transition process and determining Treasury Management needs in addition to… Show more Served as the BDO for all commercial accounts for the eastern division of NewFirst National Bank. Provided client support services and helped develop new clients through leads from loans and through relationships in multiple industries. Was able to onboard new clients that came to our division through the PPP loans, including 4 that brought over 15 million in deposits. Responsible for working with clients on the transition process and determining Treasury Management needs in addition to working with or recommending 3rd party services to maximize efficiency and savings. Worked on developing a client intake tool to increase efficiencies along with customized proposals for clients. Show less

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Director Of Business Development
      • Oct 2017 - Sep 2019

      Houston, Texas Area Responsible for press releases, website content and updates, logo creation and branding, advertising and more. Worked with Owner and Regional Managers on developing leads and business strategies for future growth and development. Prepared and implemented a strategic plan for identifying potential clients and assist in determining base monthly contract amount along with fee structure. Created relationships with developers, attorneys and other consultants to promote the organization and stay… Show more Responsible for press releases, website content and updates, logo creation and branding, advertising and more. Worked with Owner and Regional Managers on developing leads and business strategies for future growth and development. Prepared and implemented a strategic plan for identifying potential clients and assist in determining base monthly contract amount along with fee structure. Created relationships with developers, attorneys and other consultants to promote the organization and stay current with the latest regulations and client development. MAC saw a growth of 20% in the number of clients during my tenure as Director of Business Development. Show less

    • United States
    • Non-profit Organizations
    • 1 - 100 Employee
    • Vice President Board Of Directors
      • May 2013 - May 2018

      Houston, Texas, United States Provided leadership and decision making for the largest trade organization serving Municipal Utility Districts in the state of Texas. During my tenure, participated in programs to promote increased membership, recognize members for projects they implemented, and increased the communication of information to the members.

    • United States
    • Financial Services
    • President
      • Jun 2015 - Sep 2017

      Houston, Texas Area Bookkeeping firm serving Texas Special Districts in the Houston area. Startup that was able to grow quickly in 2 ½ years by acquiring 24 clients and staff of 5 full time and 4 part-time employees. Developed bookkeeping reports and system that also allowed for live access to data by directors/consultants using latest ERP system as platform. Differentiated ourselves from the competition by creating a product that utilized latest accounting technology on the cloud that can simplify, automate… Show more Bookkeeping firm serving Texas Special Districts in the Houston area. Startup that was able to grow quickly in 2 ½ years by acquiring 24 clients and staff of 5 full time and 4 part-time employees. Developed bookkeeping reports and system that also allowed for live access to data by directors/consultants using latest ERP system as platform. Differentiated ourselves from the competition by creating a product that utilized latest accounting technology on the cloud that can simplify, automate and offer projections to clients. Reduced data redundancy while offering 24/7 availability in a protected environment. Show less

    • United States
    • Museums, Historical Sites, and Zoos
    • 1 - 100 Employee
    • Executive Director
      • Jan 2013 - May 2015

      Rosenberg, TX Executive Director, responsible for all operations of the museum, including managing staff and volunteers, advertising, educational programs, exhibits, payroll, financials, grant writing and fund-raising events. Reported to the 13-member Board of Directors. Was able to procure recurring grants and establish revenue producing programs and fundraising activities that brought the museum from over $20,000 in debt to over $150,000 in the bank within fifteen months. Attendance at the museum was… Show more Executive Director, responsible for all operations of the museum, including managing staff and volunteers, advertising, educational programs, exhibits, payroll, financials, grant writing and fund-raising events. Reported to the 13-member Board of Directors. Was able to procure recurring grants and establish revenue producing programs and fundraising activities that brought the museum from over $20,000 in debt to over $150,000 in the bank within fifteen months. Attendance at the museum was 3,000 per year and increased to 16,000 during my tenure. Show less

    • Owner
      • Jun 1994 - Nov 2012

      Sugar Land, TX A self-employed Computer Consultant in the Fort Bend area. Developed software and database systems used by small businesses and organizations. Provider of user support and application training including hardware and software installs and upgrades.

    • Consumer Services
    • 400 - 500 Employee
    • Computer Programmer
      • Feb 1986 - Aug 1991

      New Orleans, LA

    • Salesperson - Sales Manager
      • Nov 1979 - Dec 1985

      New Orleans, LA

Education

  • Tulane University
    Bachelor’s Degree, Computer Information Systems
  • St. Marys Dominican High School
    High School, College Preparatory

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